Well, tech earnings set to kick off this week. Investor focus seems to be broadening beyond the big cap names. The Russell 2000 has been outperforming the S&P 500 over the last six months, driven by valuations and rate cut expectations.Our next guest thinks this trend will continue. Joining us now is Northwestern Mutual Wealth Management Chief Portfolio Manager Matt Stucky. Matt, great to have you with us.>> Thanks for having me. >> So, you're you're into the Russell 2000 move. You think this is durable.Wel ...

Core Insights - Pan American Silver Corp. (PAAS) stock reached a 52-week high of $45.97, closing at $45.67, driven by record silver prices and strong Q3 performance [1][11] - The company has a market capitalization of $19.3 billion and holds a Zacks Rank 1 (Strong Buy) [1] Financial Performance - Q3 revenues were reported at $855 million, a 19% year-over-year increase, attributed to higher gold and silver prices [2] - Mine operating earnings surged 78.1% to $313 million, with adjusted earnings per share at 48 cents, marking a 50% increase from the previous year [2] - A record free cash flow of $252 million in Q3 brought cash and short-term investments to $910.8 million, with working capital at $1.01 billion [3] Dividend and Cash Flow - The quarterly dividend was increased by 17% to 14 cents, raising the annualized dividend to 56 cents from 48 cents [4] Strategic Acquisitions - The acquisition of MAG Silver Corp. in early September enhanced PAAS's position as a leading silver producer and strengthened its silver reserve base [5] - PAAS gained a 44% stake in the Juanicipio project, expected to produce 14.7-16.7 million ounces of silver in 2025, positively impacting Q3 performance [6] Production Outlook - The silver production outlook for 2025 has been increased to 22-25 million ounces, up from the previous estimate of 20-21 million ounces [8] Market Conditions - Silver prices have surged 88% year-over-year, driven by strong safe-haven demand, geopolitical tensions, and resilient industrial demand [9] - Current silver trading prices are above $57, influenced by expectations of a rate cut [9] Stock Performance - Over the past year, PAAS shares have increased by 117.4%, compared to the industry's 136.6% rise [12]

Durham, England, Oct. 28, 2025 (GLOBE NEWSWIRE) -- As markets anticipate a near-certain rate reduction by the Federal Reserve (currently estimated at 97.8 %), investor appetite for risk assets is reviving, particularly in the cryptocurrency sector. In response, digital asset manager Siwel Investments is mobilizing its technology-enabled investment strategies to capture growth opportunities while emphasising investor protection. According to recent market data, cryptocurrencies including Bitcoin (BTC) and E ...

Core Insights - The T. Rowe Price QM U.S. Bond ETF (TAGG) has seen significant growth, increasing from $1.2 billion to approximately $1.4 billion in assets over the past year, indicating strong investor interest in low-cost, actively managed fixed income ETFs [2][4] - TAGG has slightly outperformed the Bloomberg Aggregate Bond Index over the past year and since its inception, making it a favorable option for investors seeking active fixed income management [2][4] - T. Rowe Price is increasingly focusing on the ETF market, having launched several products in recent years, which reflects its commitment to becoming a significant player in the ETF space [3][4] Fund Performance and Characteristics - TAGG has an expense ratio of eight basis points, making it a cost-effective choice for active management compared to traditional mutual funds [4][5] - The fund has received a three-star rating from Morningstar, placing it in the middle of its peer group, which suggests consistent performance without extreme volatility [5][6] - The fund's strategy involves sector differences within the bond market, being underweighted in treasuries and overweighted in other investment-grade bonds, aligning with its active management approach [4][5] Market Context and Strategy - The current environment of expected rate cuts by the Federal Reserve makes TAGG a strategic choice for investors looking for core bond exposure rather than a tactical play [5][6] - Active management is particularly appealing during periods of volatility in the bond market, as it provides investors with professional navigation through interest rate changes and yield curve movements [5][6] - TAGG is positioned as a complement to passive strategies, offering a steady and consistent performance for cost-conscious investors [6][7]

Group 1 - Ford Motor's stock saw its Relative Strength Rating increase from 68 to 71, indicating improved market performance [1] - Ford announced plans to sell a $30,000 electric truck through a new Universal EV Platform, marking a significant move in the electric vehicle market [1][4] - General Motors also received a Relative Strength Rating upgrade, reflecting its improving technical performance [2][4] Group 2 - The electric vehicle market is at a crossroads, with Ford's announcement being compared to the historical significance of the Model T [4] - The stock market outlook includes a focus on Ford's developments, as well as other key players in the aerospace and automotive sectors [4]

Group 1 - Nike is expected to report earnings soon, with anticipation building after a strong performance in late June [1] - Selling pressure has emerged as Wall Street awaits updates on Nike's turnaround strategy [1] - Acuity Brands is set to report its fiscal fourth-quarter results on October 1 [2] Group 2 - Nike's stock has shown signs of breaking out, with JPMorgan predicting an earnings revival for the company [4] - Acuity Brands and other small-cap stocks are gaining attention as they approach key technical benchmarks [4] - The footwear and apparel sector is highlighted, with a specific mention of a segment that saw a 249% increase [4]

Group 1: Dollar Index and Federal Reserve Actions - The dollar index (DXY00) fell by -0.27% on Monday due to expectations of a -25 basis point cut in the fed funds target range at the upcoming FOMC meeting [1] - The S&P's rally to a new record high has reduced liquidity demand for the dollar, contributing to its decline [1] - The US September Empire manufacturing survey fell to a three-month low of -8.7, which was weaker than the expected 5.0, further pressuring the dollar [3] Group 2: Market Expectations and Rate Cuts - Markets are pricing in a 100% chance of a -25 basis point rate cut at the upcoming FOMC meeting, with an 82% chance of a second -25 basis point cut at the October 28-29 meeting [3] - Overall, markets anticipate a total rate cut of -68 basis points by year-end, bringing the federal funds rate down to 3.65% from the current 4.33% [3] Group 3: Euro Performance and ECB Outlook - The euro (EUR/USD) rose by +0.30% on Monday, driven by dollar weakness and hawkish comments from ECB Governing Council member Kocher, indicating the ECB is nearing the end of its rate-cutting cycle [4] - However, gains in the euro were limited by a significant drop in the German August wholesale price index and Fitch Ratings' downgrade of France's credit rating, which are both bearish for the euro [5] - Ongoing geopolitical tensions, particularly the continuation of the Russian-Ukrainian war, are also negatively impacting the euro [5]

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Market Expectations - Key U S inflation data including CPI & PPI is dropping next week [1] - This is important for rate cut expectations [1] - Markets are pricing in 889% rate cut [1] Risk Alert - Expect volatility [1]

Group 1 - The core viewpoint is that with inflation decreasing and expectations for interest rate cuts increasing, investors are increasingly investing in large technology companies that demonstrate credible growth stories [1] - Momentum is favoring companies that have exhibited operational discipline, indicating a trend towards rewarding efficient management practices [1] Group 2 - PropNotes focuses on identifying high-yield investment opportunities for individual investors, leveraging their background in professional proprietary trading to simplify complex concepts [1] - The analysis produced by PropNotes aims to assist investors in making informed decisions in the market, supported by expert research [1]